Brewin Dolphin launches new financial planning apprenticeship scheme

13 July 2017



Brewin Dolphin, one of the UK’s leading wealth management companies, today launched its new financial planning    apprenticeship scheme. The Government-recognised scheme ties into the company’s strategy of nurturing talent and bringing fresh thinking into the business.

The company has already recruited a total of 12 new apprentices in the last few months to its new Financial Planning Academy hubs in its Manchester, Birmingham and London offices. In addition, four existing employees in financial planning support roles have been accepted on to the scheme.

The 16 apprentices will undertake a two-year programme that will take them from being new entrants to the industry to achieving the CII Diploma in Regulated Financial Planning. They will acquire new technical skills, people skills as well as growing their financial planning knowledge.

The apprenticeship scheme has been designed to be a genuine alternative to the more traditional university route.

David Nicol, CEO, Brewin Dolphin said: “We are a forward-thinking organisation that is committed to nurturing future talent. The Brewin Dolphin financial planning apprenticeship scheme is an important step to organically growing our business over the long-term. A new generation of home-grown advisers will talk the same language as a new generation of clients.”

New apprentice in the London office, Paige Cooper said: “The chance to perform a challenging financial planning role, develop academically through the qualifications offered, and to then help clients manage their wealth, is exactly what I wanted to do. I’m already working hard towards my first exams in September.”


Photo caption: Liz Alley (centre, white jacket), Financial Planning Operations, Brewin Dolphin, is pictured with the new financial planning apprenticeship intake for 2017.

For further information, please contact:
Richard Janes  Tel. +44 (0) 20 3201 3343
Payal Nair  Tel: +44 (0) 20 3201 3342

About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 leading provider of discretionary wealth management. With £37.8* billion in funds under management, it offers award-winning personalised wealth management services that meet the varied needs of over 80,000 account holders, including individuals, charities and pension funds.

We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations.  Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £31.5* billion on a discretionary basis.

In line with the premium we place on personal relationships, we’ve built a network of 29 offices across the UK, Channel Islands and Ireland, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients' needs at the core.

*as of 31 March 2017

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